Name: Investing in the post-pandemic world: new and emerging themes
Start: 2022-02-24T16:15:00Z
End: 2022-02-24T16:15:44.000Z
Location: BrightTALK
Rating: 4

HANetf is an independent ETF provider founded by two of Europe’s leading ETF pioneers, Hector McNeil and Nik Bienkowski, to challenge conventional approaches to ETF product development and create distinctive opportunities for investors.  

HANetf’s unique UCITS ETF range is the result of close collaboration with leading asset managers that leveraged HANetf’s full-service white-label ETF platform to simplify the set-up, launch and distribution of their investment ideas.

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US, and a similar wealth demographic, currently the European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We will cover:
• European ETF opportunity, including developments in Active strategies, Defined Outcome, Covered Calls & ESG
• UCITS regime, legal process & other regulatory considerations such as crypto ETP issuance
• Role of the custodian & administrator in the European market
• Listing and trading ETFs on LSE and cross-listing via the UCITS wrapper
• Tailor-made index solutions for ETFs
• Q&A

Speakers:
• Stephen Carson, Head of Asset Management & Investment Funds, A&L Goodbody
• Hetal Patel, Director, ETF Listings, Cboe Global Markets
• Tony O'Brien, Chief Commercial Officer, US Bank
• Ronan Henderson, Head of ETF Client Trading, Susquehanna
• Jason Griffin, Director of Capital Markets & Business Development, HANetf

For professional investors only. Capital at risk.

How to enter the European UCITS ETF market

As the global economy absorbs the impact of trade tariffs, slowing growth, and political volatility, a new macro regime is taking shape. While liquidity hasn’t returned just yet, the setup for monetary easing is increasingly in place—and when it comes, Bitcoin is expected to benefit first.

But what comes next? For institutional investors looking beyond the headlines, this webinar dives into the altcoin universe—focusing on high-utility assets like XRP and Solana that are building real infrastructure and could be next in line to attract capital.

We’ll cover:
• How macro stress and tariff shocks are laying the groundwork for future liquidity injections
• Why Bitcoin is the leading signal for the start of a new crypto cycle
• A guided walkthrough of the altcoin segments: DeFi, Real-World Assets, AI, Stablecoins, and more
• What sets XRP and Solana apart in an increasingly mature altcoin market
• Why institutions should prepare now for capital rotation beyond BTC

Speakers:
• Ayush Tripathi, Research Analyst, Bitwise Europe 
• Tom Bailey, Head of Research, HANetf

For professional investors only. Capital at risk.

Rethinking crypto exposure: The case for altcoins in institutional portfolios

Discover the untapped potential of Latin American debt. 
Baylor Lancaster, Chief Investment Officer at Amerant, will provide insights into the investment opportunities in the region and the strategies shaping the market.
Almudena Ruiz González, Equity Strategist Director at Finamex, will share the outlook on Mexico’s economy and Mexican government bonds, offering valuable perspectives on the region’s financial landscape.
Moderated by Tom Bailey, Head of Research at HANetf, this is a unique opportunity to learn from industry experts and uncover how to capitalise on the growing potential of Latin American debt.

For professional investors only. Capital at risk.

Unlocking opportunities in Latin American debt

Healthcare is transforming fast, driven by cutting-edge treatments, AI-driven diagnostics, and the rise of value-based care. But where are the biggest opportunities now?
Join expert health care investors as they break down the latest innovations and their impact on investors.

Speakers:
• Garth Jonson, Vice President, Investment Committee Member covering Healthcare Services & Technology, Medical Technology & Oncology, Westfield Capital Management
• Jenny Muller, Managing Partner, Director of Marketing & Client Service, Westfield Capital Management
• Tom Bailey, Head of Research, HANetf

Key topics:
• Westfield Capital Management’s perspective on the healthcare sector, who they are, their expertise in the space, and how they approach investing in the sector
• How value-based care is reshaping the sector
• Biotech offers a rare mix of tariff insulation, strategic relevance, and undervalued innovation 
• The newest breakthroughs in gene therapy and precision medicine

For professional investors only. Capital at risk.

Health care: Innovation, insulation and opportunity amidst market uncertainty – A powerful setup for long-term growth

Europe is undergoing nothing short of a total revolution in its approach to defence. After years of underspending, leaders in Europe are finally getting serious about security. Driven by the ongoing threat of Russia and the growing isolationist stance of America, a consensus has been reached that defence budgets will have to dramatically rise. 

Building on the success of the Future of Defence UCITS ETF (ticker: NATO), HANetf has launched the Future of European Defence UCITS ETF (ticker: ARMY).

Join us as we introduce HANetf’s first European defence ETF, and explore the dynamics of Europe’s new defence supercycle and how the new ETF is constructed to capture this. 

Speakers:
- Jane Edmondson, Head of Index Product Strategy, TMX VettaFi
- Tom Bailey, Head of Research, HANetf

Register now to secure your spot!

For professional investors only. Capital at risk.

Europe’s defence boom: Introducing the new European Defence ETF

Join us for a conversation with Alex Illingworth and Simon Edelsten, Fund Managers at Goshawk Asset Management, as they discuss the strategy behind the Global Balanced ETF—an actively managed fund designed to balance long-term growth with risk management.

In this session, Alex and Simon will cover:

The fund’s approach to investing, blending high-growth sectors like AI with more traditional areas such as Japanese banks.
- How active management provides flexibility in changing market conditions.
- The benefits of an ETF structure, including lower costs and market accessibility.
- How the fund aims to deliver steady returns over time while managing downside risk.

This is a great opportunity to hear directly from the Fund Managers, ask questions, and gain insight into the thinking behind the portfolio’s construction.

For professional investors only. Capital at risk.

Meet the Fund Managers – Inside the Global Balanced ETF

From shifting consumer trends to geopolitical uncertainties, the travel industry in 2025 faces both challenges and opportunities.
While demand remains strong, factors such as inflation, global events, and evolving airline strategies are reshaping the landscape. What does this mean for investors?

Join us for an in-depth discussion on the current state of the travel sector and where it could be headed next.

We’ll cover:
• Resilient demand vs. economic uncertainty: How consumer travel habits are adapting to inflation and cost-of-living pressures.
• Geopolitical influences: The impact of global tensions on international travel profitability.
• Shifts in airline strategy: Capacity adjustments, premium travel trends, and operational efficiency.
• Sustainability & innovation: Navigating emissions targets and adopting new technologies.

Speakers:
• Tadas Misiunas, Business Development Consultant, U.S. Global Investors
• Paul Raman, Analyst, U.S. Global Investors
• Moderator: David Lump, HANetf

Join us as we explore the forces shaping the travel industry in 2025 and beyond!

For professional investors only. Capital at risk.

Turbulence or take-off? 2025’s travel outlook

Join Sprott Asset Management CEO, John Ciampaglia, for a webinar exploring the outlook for two of the most critical commodities shaping the future of energy: uranium and copper.

To enable investors to participate in the development of these commodities, HANetf and Sprott Asset Management have launched Europe’s first Physical Uranium ETC and its only Physical Copper ETC.

As global energy needs accelerate and the push for cleaner power intensifies, nuclear energy is experiencing a renaissance. As a result, uranium remains a metal in demand. Simultaneously, copper is essential for electrification, infrastructure expansion, and renewable technologies.

Key discussion points:
- A spotlight on the new Sprott Physical Uranium and Copper ETCs; Europe’s first Physical Uranium ETC and its only Physical Copper ETC.
- Uranium’s role in supporting the nuclear energy boom and its long-term demand outlook
- Copper’s significance in electrification, green technologies, and global infrastructure projects
- Continued supply challenges for both uranium and copper
- Impact of geopolitical shifts, supply chain constraints, and the evolving role of these commodities in meeting AI-led power demand.
- Physical spot price exposure vs mining ETFs

For professional investors only. Capital at risk.

Introducing Europe’s first and only Physical Uranium and Physical Copper ETCs

As Donald Trump begins his presidency, investors remain alert for potential policy shifts, market volatility, and geopolitical uncertainty. In this webinar, industry experts managing a range of ETFs will share their perspectives on how Trump’s administration could impact key sectors, from energy and defence to technology and cryptocurrencies.

Our panel includes:
• Stacey Morris, Head of Energy Research at VettaFi – offering insights on the potential impact of the administration on the oil & gas sector and midstream energy markets.
• Jane Edmondson, Head of Thematics at VettaFi – analysing the outlook for the US and European defence sectors in light of changing global dynamics.
• Anthony Ginsberg, Manager of the HAN-GINS Tech Megatrends UCITS ETF – exploring the future of tech megatrends under the new administration.
• Tom Bailey, Head of Research at HANetf – examining the potential implications for cryptocurrencies and digital assets under Trump’s policies.
• Moderated by: Jake Coulson, Investment Writer at HANetf 

Join us to gain actionable insights into how Trump’s presidency could reshape the investment landscape and key sectors for years to come.

For professional investors only. Capital at risk.

After the oath: how Trump will reshape defence, crypto, energy and big tech

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US, and a similar wealth demographic, currently the European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

Asset managers, banks and insurance companies are now looking at ETFs as a serious strategic opportunity that will enable them to grow and meet the needs of modern investors.

HANetf is Europe's largest provider of white-label ETFs and ETCs, providing a full white label operational, regulatory, distribution and marketing solution for asset managers who want to successfully launch and manage UCITS ETFs and ETCs.

We will cover:
• European ETF opportunity, including developments in Active strategies, Defined Outcome, Covered Calls & ESG
• UCITS regime, legal process & other regulatory considerations such as crypto ETP issuance
• Role of the custodian & administrator in the European market
• Listing and trading ETFs on LSE and cross-listing via the UCITS wrapper
• Tailor-made index solutions for ETFs
• Q&A

Speakers:
• Stephen Carson, Head of Asset Management & Investment Funds, A&L Goodbody
• Hetal Patel, Director, ETF Listings, Cboe Global Markets
• Tony O'Brien, Chief Commercial Officer, US Bank
• Ronan Henderson, Head of ETF Client Trading, Susquehanna
• Jason Griffin, Head of Capital Markets & Business Development, HANetf

For professional investors only. Capital at risk.

What has been the real impact of Trump’s election on the global markets?

Join our exclusive webinar as we dive into the defence sector's response to shifting geopolitics, explore the oil and gas markets in an era of energy evolution, and analyse crypto's resilience in turbulent times.

This is your chance to uncover the trends shaping these crucial sectors and gain insights to inform your 2025 strategy.

Speakers:
- Stacey Morris, CFA, Head of Energy Research at VettaFi
- Chanchal Samadder, CFA, Head of Product & Capital Markets, Europe, Bitwise Asset Management
- Andre Voinea, Head of Europe Sales, HANetf

For professional investors only. Capital at risk.

Defence, Energy and Crypto in the Trump Era

After years of turbulence, the airline industry is seeing positive momentum. Investors may be wondering if now is the time to take a closer look at the travel theme. Join us for a webinar exploring the investment outlook for the travel sector.

Key topics we’ll cover:
- Strong flight demand: Passenger numbers are exceeding pre-pandemic levels, setting new records.
- Declining fuel prices: How lower energy costs are boosting airline profitability.
- Capacity shifts: The impact of reduced domestic flight capacity on airline stocks.
- Seasonal performance trends: Why airlines often outperform in Autumn months.

Speakers:
- Tadas Misiunas, Business Development Consultant, U.S. Global Investors
- Tom Bailey, Head of Research, HANetf

Don't miss this timely discussion as we delve into the tailwinds driving the travel theme.

For professional investors only. Capital at risk.

Tailwinds driving travel stocks – Is now the time to invest?

Join us for an exclusive webinar with Dmitri Alperovitch, co-founder and former CTO of CrowdStrike and renowned cybersecurity expert, as he discusses his latest book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.

Alperovitch is a leading voice on cybersecurity, geopolitics, and defence, and his insights have shaped global understanding of modern security threats. He is the chairman of Silverado Policy Accelerator, an inaugural member of the Cyber Safety Review Board and a member of the Homeland Security Advisory Council. He has previously served as a Special Advisor to the US Department of Defense.

In this session, we will explore the key themes from his book, including how geopolitical shifts, evolving global threats, and technological advancements are reshaping the defence landscape. Alperovitch will provide valuable perspectives on the future of defence, how nations are preparing for new-age conflicts, and the implications these changes have for markets and investors alike.

*20 attendees of the webinar will be sent a copy of Dmitri's book, World on the Brink: How America Can Beat China in the Race for the Twenty-First Century.*

For professional investors only. Capital at risk.

World on the Brink: A Conversation with Dmitri Alperovitch on Defence, Geopolitics, and Cybersecurity

As the 2024 U.S. election approaches, investors are faced with heightened uncertainty, market volatility, and the potential for significant policy shifts. In this exclusive webinar, four industry experts managing a range of ETFs will share their insights into how the election could impact key sectors like oil & gas, defence, technology, and commodities.

Our panel includes:
• John Ciampaglia, CEO of Sprott Asset Management, looking how supportive either presidential candidate will be for the revival of the US nuclear energy industry and uranium investment theme
• Stacey Morris, Head of Energy Research at VettaFi, covering the potential impact on the oil & gas sector and midstream energy
• Jane Edmondson, Head of Thematics at VettaFi, giving her outlook for both the US and European defence sector
• Anthony Ginsberg, Manager of the HAN-GINS Tech megatrends UCITS ETF (ITEK), will explore the future of tech megatrends.

Join us as we explore how these critical sectors could perform in the wake of the election, and how investors can position their portfolios.

For professional investors only. Capital at risk.

Election volatility ahead: Sectors and themes ahead of the 2024 U.S. election

Join HANetf for an exclusive webinar with Kazatomprom, the world’s largest producer of uranium, as we explore the key dynamics shaping the global uranium market. With growing interest in nuclear energy as a low-carbon solution for the future, understanding the forces driving uranium demand and supply has never been more critical.

In this session, Kazatomprom will provide an in-depth look at the current state of the uranium industry and the company’s strategic outlook. We’ll also discuss the challenges and opportunities facing the sector, from supply chain disruptions to policy developments across the world.

Speakers:
- Seitzhan Zhanybekov, Managing Director, Sales, Kazatomprom
- Tom Bailey, Head of Research, HANetf 

For professional investors only. Capital at risk.

Inside the Global Uranium Market with Kazatomprom

Join us for an in-depth discussion on a new actively managed ETF from Guinness, designed to capture the key companies focused on sustainable energy generation, storage, efficiency, and consumption. This includes sectors such as solar, wind, hydro, geothermal, biofuels, and biomass.

Guinness believes that over the next two decades, the world will undergo a major transition towards a sustainable energy system, driven by five key factors:

• Population & GDP Growth: Rapid growth is increasing pressure on current energy supplies.
• Climate Change: Reducing carbon emissions through cleaner energy sources will be a global priority.
• Pollution: Governments are pushing for cleaner energy to reduce air pollution in cities.
• Energy Security: Distributed sustainable energy can reduce reliance on energy imports, enhancing energy security.
• Economics: Sustainable energy sources are becoming more cost-effective than traditional options.

This webcast will explore the multiple investment themes created by this transition and how the expert team at Guinness seek to capture these opportunities.

We’ll be joined by:
• Will Riley, Fund Manager, Guinness Global Investors
• Jonathan Waghorn, Fund Manager, Guinness Global Investors
• Tom Bailey, Head of Research, HANetf 

For professional investors only. Capital at risk.

Introducing Guinness’ active approach to the sustainable energy transition

The health care sector is the midst of a rapid transformation, driven by new innovation and a shift toward value-based care, creating compelling opportunities for investors.

In this webinar, expert health care investors Matthew Renna and Jenny Muller will explore themes such as breakthroughs in gene therapy, advancements in oncology, and the rise of precision medicine. Discover how these innovations are reshaping health care and creating long-term growth potential for companies at the forefront of these changes. 

Key topics include:
• The impact of innovation in health care, including advancements in gene therapy, liquid biopsy, and targeted oncology.
• The shift toward value-based care and its potential to drive long-term investment opportunities.
• How emerging technologies and treatments are transforming the healthcare ecosystem and improving patient outcomes.

Presenters: 
• Matthew Renna, Managing Partner, Westfield Capital Management
• Jenny Muller, CFA, Partner, Westfield Capital Management
• Jake Coulson, Investment Writer, HANetf

For professional investors only. Capital at risk.

Health care revolution: investing in innovation and the future of patient care

The Global ETFs industry has reached new highs of US$13.98 trillion in assets. This comes from 774 providers listed on 81 exchanges in 63 countries* 

A record $1.07 trillion in net new assets has been achieved so far in 2024. The industry has experienced 63 consecutive months of net inflows.

Europe’s ETF market is set to grow 15% annually over the next 5 years. Despite a population more than double that of the US and a similar wealth demographic, currently European ETF market only amounts to $2.1 trillion in assets compared to $9 trillion in the US - so, the growth potential in Europe is huge.

This webinar is your chance to gain valuable strategic insights on how to break into this promising market.

The following topics will be covered: 

- The Global ETF landscape 
- Regulatory considerations: 40 Act / UCITS regime and considerations for ETPs on alternative asset classes such as cryptocurrencies 
- Index provider: Index solutions for ETFs and issuer support 
- Exchanges: ETF listing & trading 
- Continued innovation: Active ETFs, Covered Call / Defined Returns
 
Presenters:
- Brittany Christensen, Head of Business Development, Tidal Financial Group
- Maital Legum, Head of ETF Issuer Services, New York Stock Exchange
- Jason Griffin, Director of Capital Markets and Business Development, HANetf

*As at end of August, ETFGI research
For professional investors only. Capital at risk.

How to enter the global ETF market - 40 Act and UCITS

It is not secret that the pandemic upended consumer spending habits in the short-term. Locked at home people changed their spending habits. People began spending more time on online experiences than ever before. Meanwhile, consumers reoriented their spending from services to goods. But what are the longer-term changes to consumer spending? Will consumers start to once more opt for services and experiences over goods? Will online consumption remain elevated or will people opt for in-person experiences over online? At the same time, the pandemic coincided with investors caring more about their environmental impact. This panel will explore how people have and will change their consumption habits post -pandemic and look at the companies and investment strategies to gain exposure to this. 

What are the hottest themes in the ETF industry? 
We will be covering:
- The growth of the global sports betting industry
- The impact of technology innovation on iGaming industry
- Market sentiment during lifting of Covid restrictions
- Recovery of the airlines and travel industry
- The adoption of a healthier and cleaner lifestyle 
- General market outlook 

For professional investors only. Capital at risk.

Investing in the post-pandemic world: new and emerging themes

Asset Allocation

Asset Management

ETFs

Investment Management

Investment Strategy

Market Analysis

Market Outlook

Portfolio Management

Thematic

Thematic Investing

Welcome to the UK wealth managers community on BrightTALK! Join thousands of UK wealth managers on BrightTALK to share and learn about wealth planning, the best investment funds and more. Browse hundreds of on-demand webinars and videos presented by recognized wealth management professionals and increase your engagement by participating in live interactive webinars.

UK Wealth Managers

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Investing in the post-pandemic world: new and emerging themes

Presented by

About this talk

More from this channel